Using Note Templates
If your clinic admins have created standardized note templates, these can be accessed directly when creating a new patient note.
Step 1: Under any patient profile, select the Notes tab > + Create Notes.
Step 2: Select the type of progress note you would like to create from the drop-down menu.
Step 3: Select the note template you would like to use for this note from the Note Templates drop-down menu. The template selected will auto-populate into the note editor, where you can then add on any additional details as needed.
Step 4: Save your note. The note created with the selected template will appear in the Notes Summary view.